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  • Business Valuation Report

    #1 business self valuation trusted by owners
  • You remain completely anonymous. And in return, we’ll give you the best self-valuation tool out there: thoughtful, honest, and built just for small business owners like you. Your life’s work deserves to be seen, understood, and honored. ❤️

    The process takes about 40 minutes in total. You don’t need perfect answers, just your best estimate. We’re not asking for audit-level precision. We are here to help you understand your business better and see where you stand.

    Once you’re done, your report will arrive in your inbox as a PDF in just a few minutes.

  • For the smoothest experience, we recommend using a laptop or computer.

  • 1/3

    Let’s cover the basics

    We’ll ask about basic business information. You remain completely anonymous. We never ask for anything personally or uniquely identifying. Your privacy is completely safe.

    Your business basics help us find relevant data from similar businesses based on things like region, industry and size, so we can show you how you compare.

     

    3 minutes

  • The takeover year must be the same as or later than the founded year.

  • 2/3

    Let’s look at how you run things

    We’ll ask some simple questions about how your business runs. This helps us give you a more accurate, market-based valuation by understanding how your operations compare to similar businesses.

     

    10 minutes

  • Family member count exceeds total employees. Please adjust the numbers.

  • 3/3

    Let’s talk about your numbers

    No math, no finance background needed. Even rough numbers can reveal a lot. We’re not looking for audit-level precision. Just share your best guess based on what you know. 

    We’ll ask for a snapshot of your current balance sheet and your profits from the past 3 years because that’s what most business buyers look at. It also helps us understand your trends and give you a more accurate valuation and insights that can truly benefit you.

     

    15 - 25 minutes

  • ⚠ Heads-up: We’ll base your valuation on 2024 figures only. That means the report won’t include multi-year growth or trend analysis.

    • Assets & Liabilities 
    • We’re taking a quick snapshot of your balance sheet today, so enter each amount as it stands right now.

      Long-term assets such as standalone real estate and idle equipment are not included in this calculation; they should be appraised separately and added to the result, consistent with standard enterprise-value practice.

    • 2024 Financials 
    • Tell us how your business performed over the full 2024 calendar year.

    • 2023 Financials 
    • Tell us how your business performed over the full 2023 calendar year.

    • 2022 Financials 
    • Tell us how your business performed over the full 2022 calendar year.

  • Bonus:

    Let’s look at tariff impact

    In just a few quick questions, we’ll estimate how much tariffs might be adding to your costs and how your exposure compares to others in your industry.

     

    5 minutes

  • Based on your cost data, the following categories make up a meaningful part of your spending.

    For each one, let us know if you have a rough idea where those items originally came from. If you’re not sure, we’ll apply industry-average tariff data.

  • Great news!

    Based on your cost data, the main spending areas that could be affected by tariffs, including materials & inventory, operating supplies, equipment & technology, and furniture & fixtures, each make up only a small portion of your total costs. So we’ll skip the tariff section for now. Any impact would likely be minimal and not worth worrying about. 🥳

  • Made in USA % + largest import % must not exceed 100%. Please adjust your entries.

  • Made in USA % + largest import % must not exceed 100%. Please adjust your entries.

  • Made in USA % + largest import % must not exceed 100%. Please adjust your entries.

  • Made in USA % + largest import % must not exceed 100%. Please adjust your entries.

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